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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

488 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 183 increasing their positions, 194 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
-32
Holders Change %
-6.15%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.58%
New
41
Increased
183
Reduced
194
Closed
71
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347M
2
Invesco
2
Invesco
Georgia
$214M
3
SG Americas Securities
3
SG Americas Securities
New York
$74M
4
SLF
4
Sun Life Financial
Ontario, Canada
$45M
5
Barclays
5
Barclays
United Kingdom
$129M

Top Sellers

1
LMGAM
1
Liberty Mutual Group Asset Management
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.76M
3
Goldman Sachs
3
Goldman Sachs
New York
$110M
4
MIG
4
Mariner Investment Group
New York
$41.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
401
Paladin Advisory Group
Iowa
$163K +$1.87K +89 +1%
Simplex Trading
402
Simplex Trading
Illinois
$161K -$1.4M -66,833 -90%
SPIA
403
Steward Partners Investment Advisory
New York
$154K -$651 -31 -0.4%
IAIM
404
International Assets Investment Management
Florida
$148K +$148K +6,445,422 +150,068%
HI
405
Harbour Investments
Wisconsin
$146K +$30.9K +1,473 +27%
CCMI
406
Creative Capital Management Investments
California
$143K – – –
LFASL
407
Lugano Financial Advisors SA (LFA)
Switzerland
$127K – – –
C
408
Cliffwater
California
$124K – – –
BSB
409
Bangor Savings Bank
Maine
$113K +$2.33K +111 +2%
HT
410
Headlands Technologies
Illinois
$107K +$95.2K +4,533 +809%
FWA
411
FSC Wealth Advisors
New York
$103K +$14.7K +702 +17%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$100K – – –
ATS
413
Ashton Thomas Securities
New York
$99.7K +$99.7K +4,743 New
PTC
414
Private Trust Company
Ohio
$98.8K – – –
IA
415
IFP Advisors
Florida
$95.4K +$20.2K +960 +27%
HGERS
416
Householder Group Estate & Retirement Specialist
Arizona
$85K +$292 +14 +0.3%
ACM
417
Anfield Capital Management
California
$84.3K +$21.3K +1,012 +34%
WP
418
WealthShield Partners
North Carolina
$78.3K +$252 +12 +0.3%
MIA
419
MeadowBrook Investment Advisors
Michigan
$76.1K -$3.05K -145 -4%
GJWM
420
Gilliland Jeter Wealth Management
Arkansas
$69.9K +$882 +42 +1%
HCM
421
Hollencrest Capital Management
California
$68.4K +$1.56K +74 +2%
MWM
422
MGB Wealth Management
Texas
$67.2K – – –
CIAS
423
Capital Investment Advisory Services
North Carolina
$65.1K -$5.88K -280 -8%
WPA
424
West Paces Advisors
Georgia
$60.2K +$60.2K +2,865 New
VAG
425
VisionPoint Advisory Group
Texas
$59.6K -$2.26M -107,688 -97%
15 16
17
18 19